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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.

Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$563M
3
Bank of America
3
Bank of America
North Carolina
$653M
4
Wells Fargo
4
Wells Fargo
California
$386M
5
AG
5
Advisor Group
Arizona
$57M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.14M
2
UBS AM
2
UBS AM
Illinois
$37.5M
3
Jane Street
3
Jane Street
New York
$10M
4
AWM
4
AE Wealth Management
Kansas
$1.08M
5
UCFA
5
United Capital Financial Advisors
Texas
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$6.93M -$1.6K -31 -0%
FAAS
52
First Allied Advisory Services
California
$6.71M +$2.69M +52,355 +67%
TTWM
53
TCV Trust & Wealth Management
Virginia
$6.69M +$822K +15,972 +14%
CFGS
54
Concourse Financial Group Securities
Alabama
$6.53M +$4.6M +89,278 +238%
CM
55
Columbus Macro
Pennsylvania
$6.45M +$2.71M +52,543 +72%
BRWA
56
B. Riley Wealth Advisors
Florida
$5.91M -$164K -3,175 -3%
SB
57
Suntrust Banks
Georgia
$5.83M +$165K +3,206 +3%
SEI Investments
58
SEI Investments
Pennsylvania
$5.82M -$260K -5,052 -4%
AllianceBernstein
59
AllianceBernstein
Tennessee
$5.79M +$2.13M +41,330 +58%
GWMIA
60
Global Wealth Management Investment Advisory
Florida
$5.29M +$5.29M +102,785 New
UCFA
61
United Capital Financial Advisors
Texas
$5.27M -$29.5M -573,427 -85%
Lazard Asset Management
62
Lazard Asset Management
New York
$5.19M -$5.26M – –
BSB
63
Bangor Savings Bank
Maine
$5.01M +$137K +2,658 +3%
Allianz Asset Management
64
Allianz Asset Management
Germany
$4.92M -$3M -58,325 -38%
RIG
65
RiverFront Investment Group
Virginia
$4.76M +$4.76M +92,431 New
FHA
66
First Horizon Advisors
Tennessee
$4.69M +$115K +2,234 +3%
CCA
67
Checchi Capital Advisers
California
$4.66M +$3.83M +74,418 +465%
BHWM
68
Bay Harbor Wealth Management
Maryland
$4.62M +$4.62M +89,736 New
FI
69
Financial Insights
Washington
$4.49M +$4.49M +86,446 New
FIM
70
Freedom Investment Management
Connecticut
$4.4M -$170K -3,301 -4%
NCMW
71
Northern Capital Management (Wisconsin)
Wisconsin
$4.39M -$610K -11,850 -12%
CFG
72
Citizens Financial Group
Rhode Island
$4.31M +$710K +13,794 +20%
FA
73
FC Advisory
Pennsylvania
$4.13M -$822K -15,956 -17%
FAM
74
Foothills Asset Management
Arizona
$4.04M +$233K +4,525 +6%
PCM
75
Peak Capital Management
Colorado
$4.03M +$516K +10,015 +15%
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